News & Analysis as of

Gifts Gift-Tax Exemption

Frantz Ward LLP

How Much Can You Gift Without Paying Tax? The IRS Announces Increased Limits

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As we approach the season of giving, there is even more incentive to give assets to loved ones during your lifetime, beyond the sheer joy of watching them enjoy your generosity. The IRS has announced an increase in the...more

Stoel Rives LLP

Planning for College Kids and Young Adults

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As young family members head off to school or leave home for a job, parents and other relatives may wonder how they can continue to support a child or assist with health care or other decisions. Many parents are surprised...more

UB Greensfelder LLP

[Webinar] Gifting Beyond the Holidays - December 12th, 12:00 pm - 1:00 pm EST

UB Greensfelder LLP on

Gifting is a critical element of estate planning for high net worth individuals. Ulmer Trust and Estate attorneys Kim Stein, Abbie Pappas, and Erica Carducci will discuss gifting methods, including gifts utilizing the annual...more

Stark & Stark

[Webinar] Year End Estate Planning - December 13th, 3:00 pm - 4:00 pm PST

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Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including: - End of year gifting including annual exclusion gifts; - Strategies for larger gifts; - Charitable gift...more

Stark & Stark

[Webinar] Year End Estate Planning - December 13th, 9:00 am - 10:00 am PST

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Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including: - End of year gifting including annual exclusion gifts; - Strategies for larger gifts; - Charitable gift...more

Neal, Gerber & Eisenberg LLP

NGE On Demand: GRAT Trusts with Eric Mann

NGE Private Wealth Services partner Eric Mann discusses why estate planning clients might use a grantor retained annuity trust (GRAT) to minimize taxes on large financial gifts to family members. If you have any questions,...more

Cohen Seglias Pallas Greenhall & Furman PC

To Give or Not to Give: Considerations for Year-End Gifting

Presented by Cohen Seglias attorney Whitney Patience O'Reilly on December 15, 2020. As we approach the end of the year, individuals face decisions about whether or not to gift money and the potential ramifications for any...more

Adler Pollock & Sheehan P.C.

To File or Not to File? A Gift Tax Return Doesn’t Always Have to be Filed.

Now that fewer people are subject to federal gift taxes, because of a generous $11.58 million lifetime gift tax exemption for 2020, a question many are asking is: “Do I need to file a gift tax return?” The short answer is...more

Rivkin Radler LLP

Lower Stock Prices’ Silver Lining: Good Time to Gift Assets

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The recent stock market volatility due to the coronavirus has understandably caused concern. When the market drops, however, it presents a great estate planning opportunity. Then, it’s the perfect time to gift assets to loved...more

White & Case LLP

Current Conditions Present Historic Gifting Opportunities; Time to Review Retirement Plan Beneficiary Designations

White & Case LLP on

The dramatic decline in asset values caused by the emergence of COVID-19 as a significant health threat, combined with historically high gift tax exemptions and historically low interest rates make now an opportune time to...more

BCLP

IRS Issues Final Regulations Quashing Taxpayer Fears of Clawback on Gifts

BCLP on

The Treasury Department issued final regulations, citing the Tax Cuts and Jobs Act (TCJA), on  November 26, 2019 (Treasury Decision 9884) confirming that taxpayers will not be subject to “clawback” of the value of their...more

Conn Kavanaugh

To Gift or not to Gift?

Conn Kavanaugh on

‘Tis the season of giving, and while it is often difficult to find that perfect present for a friend or loved one, gifting as part of your estate plan can be an effective way to pass assets to the next generation. You may...more

Chambliss, Bahner & Stophel, P.C.

Making Gifts for Persons Who Have Special Needs

The end of the year is approaching and the holidays will soon be in full swing, a time when many people are getting ready to make gifts to their family members. Not only is this a great way to show love and support to...more

Proskauer Rose LLP

Wealth Management Update - December 2016

Proskauer Rose LLP on

December Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The December § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs...more

Farrell Fritz, P.C.

Year End Gifting

Farrell Fritz, P.C. on

Each December I usually write about year-end gifting, as now is the time that many people think about gifting to loved ones, especially with the holidays upon us. In addition to making you, as well as the beneficiary of your...more

Clark Hill PLC

It’s a Wonderful Life – Or is it? The Taxation of Crowdfunding

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Every holiday season, I, like many other Americans, watch Frank Capra’s classic, It’s a Wonderful Life. While the movie has a number of iconic scenes, the most heartwarming scene occurs at the end, as the citizens of Bedford...more

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